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GGEFX

Mutual Fund ticker: NASDAQ

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CHANGE

NET ASSETS

Summitry Equity Fund (GGEFX) Ownership - Who owns Summitry Equity Fund?

The investment seeks long-term capital appreciation; current income is the secondary consideration... Show more

Category: #Large Blend

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

GGEFX

Net Assets

76.5M

Fund Existence

about 16 years

Turnover

11.17

Total Expense Ratio

1.25

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

1000

Min. Initial Investment IRA

N/A

Morningstar Category

Large Blend

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.35

Assets in Top Ten Holdings

38.2M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

76.5M

Fund Type

OpenEnd

Index Fund

Management Fee

1.00

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

26.00

Number of Net Holdings

26.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

54.28%

Gain YTD

2.063

Annual Yield % from dividends

0.00

Returns for 1 year

5.92

Returns for 3 years

15.31

Returns for 5 years

36.16

Returns for 10 years

30.90

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Category LargeBlend

Profile

Fundamentals

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